Find FCA registered Financial Advisers Near Me in YO21 2
We have found 103 relevant financial adviser firms within 30 miles of YO21 2. Showing page 3 of 7.
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Paul Kerr
- FCA reg no.
- 211677
- FCA authorised date:
- 15/11/16
Paul Kerr, an FCA-regulated company in Yarm, North Yorkshire, offers comprehensive financial services including life insurance, investments, and pensions advice. Known for personalized solutions, the firm is trusted for its approachable nature and local presence.- ✔1 Financial Adviser
- 🪧18.3 Miles
- 📍Yarm
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Harminder Phull
- FCA reg no.
- 612888
- FCA authorised date:
- 07/01/14
Harminder Phull, a FCA-regulated financial advisor in Stockton-on-Tees, specializes in life, investments, and pensions retirement planning, notably final salary pension transfers, ensuring secure financial futures with tailored solutions.- ✔1 Financial Adviser
- 🪧18.5 Miles
- 📍Stockton On Tees
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Mercury Wealth Management Limited
- FCA reg no.
- 455415
- FCA authorised date:
- 02/01/07
Mercury Wealth Management is a reputable, FCA-regulated financial advisory firm in Thornaby, North Yorkshire. Specializing in personalized financial solutions, they offer investment handling, pension retirement advice, and comprehensive financial planning.- ✔4 Financial Advisers
- 🪧18.5 Miles
- 📍Thornaby
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SOLUTIONS WEALTH MANAGEMENT LTD
- FCA reg no.
- 585549
- FCA authorised date:
- 01/11/12
Solutions Wealth Management Limited is a reputable FCA regulated financial services firm, providing professional life and investment planning, pensions advice, and retirement strategy across Greater Tees Area.- ✔3 Financial Advisers
- 🪧18.5 Miles
- 📍Stockton On Tees
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David Kelly Associates
- FCA reg no.
- 212026
- FCA authorised date:
- 31/05/05
David Kelly Associates is a trusted, FCA regulated financial planning firm based in Stockton on Tees. They specialise in life and investment planning, pensions, retirement advice, and final salary pension transfers.- ✔3 Financial Advisers
- 🪧18.5 Miles
- 📍Stockton On Tees
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Rachel Storey
- FCA reg no.
- 1016479
- FCA authorised date:
- 06/01/25
Rachel Storey is a leading Hartlepool-based firm specialising in tailored financial services such as life insurance, investments, and pensions advice. Committed to clients' financial well-being, they offer comprehensive planning and regulated advice.- ✔1 Financial Adviser
- 🪧18.5 Miles
- 📍Hartlepool
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PSG Wealth Management LTD
- FCA reg no.
- 598760
- FCA authorised date:
- 05/04/13
PSG Wealth Management Ltd, an FCA-regulated firm, provides customised financial solutions including insurance, investments, and pensions advice in Stockton upon Tees and other areas.- ✔5 Financial Advisers
- 🪧18.6 Miles
- 📍Stockton Upon Tees
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BJFM Limited
- FCA reg no.
- 623940
- FCA authorised date:
- 18/07/14
BJFM Limited, an FCA regulated firm, specializes in comprehensive financial planning, including life investments and pensions retirement advice. Based in Stockton-On-Tees, they offer approachable services for informed financial decision-making.- ✔6 Financial Advisers
- 🪧18.6 Miles
- 📍Stockton On Tees
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Prismatic Wealth Limited
- FCA reg no.
- 646626
- FCA authorised date:
- 15/09/14
Prismatic Wealth, an FCA-regulated company in Stockton delivers personalised financial advice across GB. Specialists in insurance and investment strategies, they prioritize your financial health with unparalleled financial solutions.- ✔5 Financial Advisers
- 🪧18.7 Miles
- 📍Stockton On Tees
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Holistic Mortgage & Protection LTD
- FCA reg no.
- 844702
- FCA authorised date:
- 25/06/19
Holistic Mortgages, an FCA registered firm based in Stockton on Tees, offers expert financial planning, life, pension and investment advice, emphasized on personalized service across County Durham.- ✔1 Financial Adviser
- 🪧18.7 Miles
- 📍Stockton On Tees
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Broadgate Wealth Client Servicing LLP
- FCA reg no.
- 815602
- FCA authorised date:
- 24/07/19
Based in Billingham, Broadgate Wealth is a FCA regulated financial services firm, specialising in insurance, investment, and pension advice. Renowned for its tailored solutions, it serves families and businesses in Tyne and Tees.- ✔8 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧19 Miles
- 📍Billingham
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Joslin Rhodes Lifestyle Financial Planning Limited
- FCA reg no.
- 484324
- FCA authorised date:
- 09/07/08
Joslin Rhodes is a reputable, FCA-regulated financial planning firm based in Stockton on Tees, offering expert advice on life investments, pensions, and comprehensive financial planning tailored to clients' needs.- ✔8 Financial Advisers
- 🪧19 Miles
- 📍Stockton On Tees
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PLANHAPPY INVESTMENT MANAGEMENT LTD
- FCA reg no.
- 833492
- FCA authorised date:
- 16/07/19
Joslin Rhodes, regulated by the FCA under number 833492, is a financial planning firm in County Durham. Specialising in wealth management and retirement advice, they offer tailored, strategic financial solutions for local families.- ✔4 Financial Advisers
- 🪧19 Miles
- 📍Stockton On Tees
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Stephen Luwero
- FCA reg no.
- 1008403
- FCA authorised date:
- 19/01/24
Stephen Luwero is a FCA-regulated financial firm in Yarm, North Yorkshire, specializing in life and investment planning, pensions advice, and broader financial planning, renowned for their tailored, client-centric solutions.- ✔1 Financial Adviser
- 🪧19.1 Miles
- 📍Yarm
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Teesside Financial Management LTD
- FCA reg no.
- 625913
- FCA authorised date:
- 03/11/14
Teesside Financial Management Ltd, located in Yarm, offers tailor-made financial advice, including life insurance, investments, and retirement planning. Regulated by the FCA, they provide trustworthy, professional service regionally.- ✔2 Financial Advisers
- 🪧19.2 Miles
- 📍Yarm
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